The CFO Playbook on Technology:

Working Well With Your CIO

Dave Aron, Vice President and Gartner Fellow, CIO Research

Gartner

Larry Dunivan, Chief Information Officer, Core Products & Technology Ceridian HCM

Chip Gliedman, Vice President, Forrester

Dan Petlon, Chief Information Officer, Enterasys

Moderator: Russ Banham, Senior Writer, CFO magazine

Monday, May 13, 2013

© 2012 Forrester Research, Inc. Reproduction Prohibited 2

The role of the CIO will become less transaction-based, and more business value-based

2015 2012

Where does a CIO spend their time — today and in 2015?

Source: July 18, 2011 ―The Empowered BT CIO‖

© 2012 Forrester Research, Inc. Reproduction Prohibited 3

Regardless of the model, the CIO will likely be better aligned to executives other than the CFO

Dave Aron is a Vice President and Gartner Fellow in the CIO research group at Gartner. With an extensive background in IT and business strategy, Dave focuses his research on business and IT strategy – helping businesses and public sector agencies win using information technology. He is a thought leader in strategy, mergers and acquisitions and CIO leadership issues. He co-authors the annual CIO survey and CIO agenda reports.

Recent Published Research

• Does Your Business Need A Chief Digital Officer. The Many Flavors of the CTO Role.

• Maverick Research: The Future of Talent: Stop Hiring People, Start Hiring Clusters

• Business Model Innovation: Unleashing Digital Value Everywhere

• Gartner Fellows Interview Vineet Nayar, CEO of HCL Technologies: Leading at Speed and Scale

• Gartner Fellows Interview: Professor Rob Goffee on Leadership

• Toolkit: Communicating the IT Strategy to the Board

• Amplifying The Enterprise: The 2012 CIO Agenda

• Benefits Realization: The Gift That Keeps On Giving

Dave Aron Vice President & Gartner Fellow

CIO Research, Gartner UK

©2013 Enterasys Networks, Inc. – All rights reserved.

The Changing CFO & CIO Relationship

• A healthy tension between the CFO and the rest of the business is not a

bad thing

• Most budgets are like a python – they will expand to fill the space

available in the cage. CFO remains keeper of the cage.

• Ten years ago the conversation was typically, "Can we please stop

buying more servers?" Now we have to do a lot more education with the

move toward SaaS/cloud models.

• We are able to deliver value much quicker with these new delivery

models, which always makes the CFO happy…

5

The Role of the CIO at Ceridian Partnership with the CFO to Drive Transformation

Modernization

Transformation

Uniqueness

Ceridian is moving to the Cloud – both from an

infrastructure and a strategy perspective

As a software company, the role of the CIO blurs between

back office and mission critical (in a good way!)

Address deferred investment

How is IT Changing at Ceridian? What hasn’t changed?

Reinvention

Managing Risk

Value

Our information security requirements are

complex

As we make significant capital investments in 2013 (nearly

$20M), partnership with the CFO is critical

Move from a mindset of ‘wait’ to ‘run’

©2013 Enterasys Networks, Inc. – All rights reserved.

Impact of Mobile, Social, Cloud

• The role of the CIO remains the same: help the

business sell more, run as efficiently as possible,

and ultimately help customers do those same things

• IT is moving rapidly from a focus on infrastructure to

a focus on value-add

• Cloud, social and mobile all feed off of each other

• As an IT vendor, Enterasys has always put a

strategic value on the IT function

• It is critical for us to be seen as IT leaders on our

road to becoming our customer's favorite and most

trusted vendor

8

© 2012 Forrester Research, Inc. Reproduction Prohibited 9

CIOs can use any metric they want to measure what their doing – as long as it’s money

Dave Aron is a Vice President and Gartner Fellow in the CIO research group at Gartner. With an extensive background in IT and business strategy, Dave focuses his research on business and IT strategy – helping businesses and public sector agencies win using information technology. He is a thought leader in strategy, mergers and acquisitions and CIO leadership issues. He co-authors the annual CIO survey and CIO agenda reports.

Recent Published Research

• Does Your Business Need A Chief Digital Officer. The Many Flavors of the CTO Role.

• Maverick Research: The Future of Talent: Stop Hiring People, Start Hiring Clusters

• Business Model Innovation: Unleashing Digital Value Everywhere

• Gartner Fellows Interview Vineet Nayar, CEO of HCL Technologies: Leading at Speed and Scale

• Gartner Fellows Interview: Professor Rob Goffee on Leadership

• Toolkit: Communicating the IT Strategy to the Board

• Amplifying The Enterprise: The 2012 CIO Agenda

• Benefits Realization: The Gift That Keeps On Giving

Dave Aron Vice President & Gartner Fellow

CIO Research, Gartner UK

©2013 Enterasys Networks, Inc. – All rights reserved.

Bridging the CFO and CIO Gap

11

• The CFO and CIO need to meet in

the middle

• The CFO needs to take the time to

gain enough of an understanding of

the technology to grasp the value

• The CIO needs to be able to explain

tech in business and financial terms

that makes sense to the CFO

• In the end, you both want the

business to be more successful, so

a successful partnership is critical

Managing Shadow IT An Ongoing Issue

Pay Attention

Partner

Deliver

We have had to reestablish a relationship

between the business and IT

As we have demonstrated value, interest in shadow IT has

diminished significantly

Without a CIO, shadow IT was the norm

About the Sponsor Based just west of Toronto in Canada, Prophix Software

develops innovative performance management solutions for

the automation of financial and operational processes.

With powerful and adaptable solutions built entirely on the

Microsoft SQL Server stack, Prophix streamlines budgeting,

planning, reporting, consolidation, and more.

In 2011, Microsoft recognized Prophix as the Independent

Software Vendor (ISV) Industry Partner of the Year.